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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCIA
1601
Mountain Capital Investment Advisors
Colorado
$1.75M +$354K +782 +26%
BIA
1602
Benchmark Investment Advisors
Illinois
$1.75M +$1.58M +3,485 New
LCM
1603
Leisure Capital Management
California
$1.75M +$43.5K +96 +3%
ACM
1604
AlphaCrest Capital Management
New York
$1.75M -$6.46M -14,268 -80%
MCCP
1605
Mission Creek Capital Partners
California
$1.74M +$75.1K +166 +5%
AWA
1606
Alta Wealth Advisors
Massachusetts
$1.74M +$347K +767 +28%
ECG
1607
Edge Capital Group
Georgia
$1.73M +$128K +282 +9%
LFA
1608
Legacy Financial Advisors
Kentucky
$1.73M +$53K +117 +4%
BAMG
1609
Brand Asset Management Group
Missouri
$1.73M -$64.7K -143 -4%
III
1610
Independent Investors Inc
New York
$1.73M -$4.53K -10 -0.3%
PI
1611
Pettee Investors
Connecticut
$1.73M – – –
ACM
1612
Ativo Capital Management
Illinois
$1.72M +$33K +73 +2%
9WM
1613
9258 Wealth Management
Ohio
$1.71M +$209K +461 +16%
LWCFA
1614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.71M -$5.43K -12 -0.4%
FC
1615
FORA Capital
Florida
$1.71M +$1.54M +3,402 New
DMBA
1616
Deseret Mutual Benefit Administrators
Utah
$1.71M +$9.96K +22 +0.7%
FG
1617
Fiduciary Group
Georgia
$1.7M -$4.53K -10 -0.3%
IC
1618
Intersect Capital
California
$1.7M -$111K -246 -7%
DWM
1619
Defined Wealth Management
Oregon
$1.69M – – –
WE
1620
Wealth Effects
Massachusetts
$1.69M +$1.53M +3,371 New
BCAM
1621
Boston Common Asset Management
Massachusetts
$1.69M +$92.8K +205 +6%
HFG
1622
Heron Financial Group
New York
$1.69M -$22.2K -49 -1%
TA
1623
Tiedemann Advisors
New York
$1.68M -$453 -1 -0%
EFA
1624
Evernest Financial Advisors
Indiana
$1.68M +$1.47M +3,243 New
PAM
1625
Paradigm Asset Management
New York
$1.68M -$90.5K -200 -6%
63 64
65
66 67